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Cfp® Cody Koletic

Director, Wealth Advisor at Sequoia Financial Group

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Financial planner based in Boca Raton, Florida.

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SEQUOIA FINANCIAL GROUP

SEQUOIA FINANCIAL GROUP

  • description Description
    At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, execu...

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  • Employees count Employees 51-200
  • Revenue Revenue 50 Million to 100 Million
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Sequoia Financial Group Org Chart and Mapping

Employees

Kenneth Paull

Vice President, Private Client Services

Alexander Galbo

Client Services Associate

Cfp® Tony Rome

Senior Director, Wealth Advisor

Heather Welsh

Vice President, Wealth Planning Department Leader

Tracy Nida

Director, Compliance Specialist

Michael Coyne

Vice President, Wealth Advisor

Kevin Tichnell

Executive Vice President, Chief Strategy and Acquisitions Officer

Frequently Asked Questions Regarding Cfp® Cody Koletic

Answer: Cfp® Cody Koletic works for Sequoia Financial Group as Director, Wealth Advisor

Answer: Cfp® Cody Koletic’s role in Sequoia Financial Group is Director, Wealth Advisor

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Answer: Cfp® Cody Koletic is the current Director, Wealth Advisor at Sequoia Financial Group.... Read More

Answer: Cfp® Cody Koletic works Sequoia Financial Group located at 3500 Embassy Pkwy Ste 100, Akron, Ohio, 44333, United States

Answer: Sequoia Financial Group's Director, Wealth Advisor is Cfp® Cody Koletic

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  • Phone number  :  (***)-***-****
  • Email  :  c****@sequoia-financial.com

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